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To set up Pooling, do the following.
1. Create Pools
On the Pools form, create the pools that you want to manage.
2. Assign Vessels to Pools
On the Pool Assignment form, assign vessels to Pools and enter pooling assignment information such as Vessel Points, Pool Entry/Exit Dates, and Management Fees.
3. Update Pool Assignments
Pool assignments are subject to change. When the Vessel Points are revised or the ownership of a vessel is transferred, on the Pool Assignment form, we recommend making the vessel exit from the pool on the day the change happens and then reentering the vessel into the pool on the same day by adding a new line with the same vessel.
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